See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,759 | $56,638-8.6% | $169,368-69.4% | $74,419-30.4% |
| Participation rate | 9.9% | 67.5%-57.6pp | 77.1%-67.2pp | 70.7%-60.8pp |
| Annual return | 21.16% | 24.75%-3.6pp | 405.60%-384.4pp | 34.38%-13.2pp |
| Employer contribution / active EE | $0 | $2,027-100.0% | $4,013-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $485 | $4,223-88.5% | $6,221-92.2% | $4,528-89.3% |
| Admin fee / account holder | $2,556 | $307+733.9% | $9,003-71.6% | $348+634.8% |